主要功能
帳戶管理
透過 API 管理客戶帳戶，包括建立、更新與擷取詳情。
交易作業
連結 MetaTrader 4/5 或 cTrader 等交易平台，進行即時交易執行與報表。
財務作業
以安全 API 端點自動化入金、出金與轉帳。
自訂報表
產出並擷取自訂報表，深入洞察業務營運。
風險管理工具
以 API 支援的風險管理工具執行交易限額並監控客戶活動。
支付閘道
整合 B2BINPAY、PayPal 或 BridgerPay 等支付系統，實現高效處理。
使用情境
經紀業務
自動化交易與後台作業，提升效率。
OTC 交易台
啟用自訂工作流程，讓交易與報表更流暢。
自營交易公司
即時監控交易活動並管理參與者資料。
多資產經紀商
精簡跨外匯、CFD、加密等流程。
以安全為核心
Web API 採用進階安全協定打造，包括權杖驗證、加密與角色權限控制，保護資料與作業。
為何使用 B2CORE Web API？
廣泛功能
存取廣泛 API 方法，管理帳戶、財務與交易活動。
自訂整合
將 B2CORE 連結至既有系統，輕鬆打造自訂工作流程。
提升效率
自動化例行流程，減少人為錯誤並提升準確度。
開發者友善
易用 API 文件，協助開發者流暢實作並維護整合。
即時資料
確保系統間準確及時的資料交換，支援更佳決策。
Frequently Asked
FAQ
A Customer Relationship Management platform helps businesses manage everything related to their customers, from contact information and customer support inquiries to financial data and payment processing. In the Forex industry, a CRM is a tool that brokers can use to manage everything related to their clients' accounts, from Know-Your-Client (KYC) compliance to wallets and payments. In other words, it is a complete software solution that helps businesses in the Forex industry streamline their operations and improve their bottom line. This all-in-one solution can make it easier for brokers to keep track of their clients' needs and provide them with the best possible service.
We support any type of data import, we will customise the script under your specifications and will make a migration so that all the data is safely transferred to B2CORE.
We have built a strong onboarding procedures. You will have a personal account manager that will provide you with all the necessary documentation on the product possibilities. In addition, we will schedule a call with the product manager that will walk you through the functionality and will answer all of your questions.
We have a team of 30+ dedicated developers that are working on B2CORE improvements and new features and we are always open for client wishes. All you will need to do is to give us a technical description of what you want and our team will take care about the implementation and your personal account manager will keep you posted about the release dates.
In case you find a bug in the product, we have a 24/7 Helpdesk system with 20+ Support specialists behind it. Your personal account manager will walk you through it so that once you face a problem you can quickly report it and our support team will immediately start working on the fix.
It is as simple as creating a method in your admin panel for deposits and withdrawals and entering the API keys in order to connect to the platform, this can be done in a matter of minutes.
Specifically for that we built a right-based User groups, where you will be able to assign to the users only the sections that are specifically needed for his/her department. In addition, we launched a tag system, that will allow your admins to monitor only the clients' data that are "tagged" to them.
